How to Move a Sales Analytics Report

Moving a sales analytics report to a different location or folder helps keep your analytics organized and accessible to the right people in your team. Here’s a step-by-step guide on how to move a report within Sales Analytics.

To start, navigate to the Sales Analytics section where your reports are stored.

Navigate to Sales Analytics: Click on the 'Sales Analytics' option on your dashboard. It might be located on the main menu or in a sidebar.

Now, view all the analytics available to find the specific report you want to move.

Click on 'View All Analytics': In the Sales Analytics section, find and click on the 'View All Analytics' button or link. This will display all the reports you can access.

Find the report you need to move and click on its associated options to see more actions.

Find 'Option': Next to the report you want to move, click on the 'Option' button or icon. This might appear as three dots.

From the list of options, select the move action to reposition your report.

Select 'Move': In the dropdown or menu that appears, click on 'Move'. This will prompt you to choose a new location for the report.

Finalize the move by selecting the new destination for the report and confirming the action.

2. Confirm Move: After selecting the destination, confirm the move by clicking 'Move.'

By following these steps, you can easily move a sales analytics report to a new location.

This helps maintain an organized and efficient workspace within your analytics platform and ensures that your reports are always in the right place for easy access and analysis.